B2B CRM
Win more deals. Build lasting customer relationships.
Give your team a clear view of customer relationships and the next step in every deal, from first contact through renewal.
YouStatusOpenPendingClose
Illustrative records derived from the system specification.
Built for the way you sell
Sales leaders and revenue operations teams managing complex B2B deals.
- Defined tables
- 33
- Operational views
- 18
- Defined roles
- 8
- Reports
- 10
Defined in the planned system specification.
Your sales workspace
YouStatusOpenPendingClose
YouStartTime >= todaynext 7 daysPlannedTypeCallMeetingDemo
- ACC-82114: CNT-1912, 19 Sep · 12:00 to 19 Sep · 12:30, Planned
- ACC-90430: CNT-9314, 19 Sep · 14:30 to 19 Sep · 15:00, Planned
- ACC-80773: CNT-6207, 22 Sep · 10:30 to 22 Sep · 11:30, Planned
- ACC-50012: CNT-6979, 24 Sep · 10:30 to 24 Sep · 12:00, Planned
- ACC-27991: CNT-1778, 21 Sep · 14:30 to 21 Sep · 15:30, Planned
- ACC-42694: CNT-2453, 20 Sep · 15:00 to 20 Sep · 16:00, Planned
Youdue todayPlanned
- ACT-11916 · Planned act-312ACC-9621815 SepPlanned
- ACT-28888 · Planned act-925ACC-8241809 SepPlanned
- ACT-28316 · Planned act-505ACC-6504115 SepPlanned
- ACT-27563 · Planned act-132ACC-5690214 SepPlanned
- ACT-47853 · Planned act-353ACC-4059508 SepPlanned
Approval conditions
A rejected lead returns to Sales Development Rep (Status: Qualified → Recycled) with AcceptanceNotes.
Account Executive acceptance moves the lead Status: Qualified → Accepted.
Qualified
- LDS-59716 ACC-14338 4 d
- LDS-97753 ACC-38672 9 d
- LDS-57002 ACC-54860 13 d
- LDS-33512 ACC-59938 11 d
- LDS-38777 ACC-61190 2 d
LDS-59716
- CompanyName
- Company 970
- ContactName
- Contact 442
- Need
- NDD-695
- Budget
- Confirmed
- Timing
- ThisQuarter
Approval conditions.
Approval conditions
A rejection returns it to the rep with the approver's comments (Status: Submitted → Rejected → Draft) and the rejected step stays on the record.
When every step is approved the quote moves (Status: Submitted → Approved → Sent) and the PDF goes to the Recipient.
Submitted
- QTS-86244 OPP-23900 today
- QTS-21185 OPP-16865 1 d
- QTS-76426 OPP-72019 12 d
- QTS-39374 OPP-81279 9 d
- QTS-74206 OPP-84417 4 d
QTS-86244
- Opportunity
- OPP-23900
- Account
- ACC-84150
- Total
- 820
- AnnualValue
- 390
- DiscountPercent
- 20
Approval conditions.
Approval conditions
Deal Desk approves the booking (Status: PendingClose → Won), which moves the deal to the ClosedWon stage, writes the StageHistory row and stamps ValidatedBy and ValidatedDate.
PendingClose
- OPP-68261 ACC-87580 8 d
- OPP-26755 ACC-82366 4 d
- OPP-10704 ACC-78824 11 d
- OPP-37680 ACC-39847 in 11 d
- OPP-87781 ACC-79573 in 2 d
OPP-68261
- OpportunityName
- Opportunity 705
- Account
- ACC-87580
- Owner
- HC
- Amount
- 660
- AnnualValue
- 920
Booking waits for the deal desk.
Approval conditions
The Sales Manager reviews it deal by deal, applies a ManagerAdjustment with a comment, and marks it reviewed (Status: Submitted → Reviewed).
Submitted
- FS-28399 LS 640 5 d
- FS-32213 ZW 580 7 d
- FS-91310 VJ 800 9 d
- FS-42801 KD 660 11 d
- FS-39087 ES 400 in 9 d
FS-28399
- User
- LS
- Period
- Q1
- WeekEnding
- 12 Sep
- Closed
- 640
- Commit
- 190
Review waits for the sales manager.
Approval conditions
when every affected manager has decided, the realignment is approved (Status: Modelled → Approved).
Modelled
- RLG-47211 LP 7 d
- RLG-58484 LF 7 d
- RLG-91327 XE 5 d
- RLG-82479 YJ in 7 d
- RLG-72670 ZD in 10 d
RLG-47211
- EffectiveDate
- 10 Sep
- ProposedBy
- LP
- CreatedDate
- 11 Sep
- Status
- Modelled
Approval waits for the sales manager.
YouPending
- QA-60866 QTS-46176 610 today
- QA-12651 QTS-36417 150 in 2 d
- QA-50142 QTS-93996 310 1 d
- QA-41537 QTS-45431 570 8 d
- QA-63300 QTS-84224 340 9 d
QA-60866
- Quote
- QTS-46176
- StepNumber
- 610
- Reason
- DiscountAboveAuthority
- RequestedDate
- 17 Sep
- Status
- Pending
StatusNewWorking
StatusActiveInRenewalnext 120 days
Openoverdue
| Opportunity Number | Account | Owner | Stage | Amount |
|---|---|---|---|---|
| OPP-42816 | ACC-35498 | BP | PS-2777 | 400 |
| OPP-98871 | ACC-99423 | TK | PS-4397 | 20 |
| OPP-24625 | ACC-12828 | CM | PS-2214 | 640 |
| OPP-22125 | ACC-66328 | RF | PS-5995 | 30 |
| OPP-42975 | ACC-45563 | PJ | PS-7949 | 200 |
| OPP-69824 | ACC-59598 | UP | PS-9249 | 770 |
Sentnext 14 days
| Quote Number | Opportunity | Account | Total | Sent Date |
|---|---|---|---|---|
| QTS-41521 | OPP-39941 | ACC-73648 | 740 | 10 Sep |
| QTS-11987 | OPP-48051 | ACC-39714 | 100 | 11 Sep |
| QTS-86979 | OPP-38871 | ACC-99603 | 380 | 10 Sep |
| QTS-34399 | OPP-39267 | ACC-25250 | 580 | 09 Sep |
| QTS-61914 | OPP-46860 | ACC-85819 | 50 | 05 Sep |
| QTS-59650 | OPP-24991 | ACC-60901 | 590 | 06 Sep |
Approval conditions
With Sales Manager negotiation approval recorded, they submit the deal for bookings validation (Status: Open → PendingClose).
Open
| Owner | Opportunity Name | Account | Stage | Amount |
|---|---|---|---|---|
| LV | Opportunity 715 | ACC-66564 | PS-5338 | 340 |
| KY | Opportunity 462 | ACC-18461 | PS-2598 | 460 |
| BN | Opportunity 584 | ACC-49712 | PS-6274 | 690 |
| FP | Opportunity 114 | ACC-46364 | PS-1897 | 910 |
| WX | Opportunity 613 | ACC-35644 | PS-6289 | 300 |
| UZ | Opportunity 380 | ACC-74461 | PS-9757 | 680 |
OpenForecastCategoryPipelineBestCaseCommit
| Opportunity Name | Account | Stage | Amount | Probability |
|---|---|---|---|---|
| Opportunity 582 | ACC-81728 | PS-3522 | 740 | 80 |
| Opportunity 818 | ACC-82787 | PS-9194 | 520 | 10 |
| Opportunity 690 | ACC-74366 | PS-9297 | 180 | 10 |
| Opportunity 761 | ACC-15193 | PS-9090 | 380 | 25 |
| Opportunity 332 | ACC-40978 | PS-9765 | 620 | 80 |
| Opportunity 695 | ACC-88864 | PS-4032 | 380 | 90 |
You
| Forecast Number | Period | Week Ending | Closed | Commit |
|---|---|---|---|---|
| FS-15160 | Q1 | 22 Sep | 60 | 230 |
| FS-69293 | Q2 | 18 Sep | 290 | 350 |
| FS-99658 | Q3 | 12 Sep | 610 | 430 |
| FS-21134 | Q4 | 29 Sep | 320 | 900 |
| FS-53762 | Q1 | 11 Sep | 430 | 660 |
| FS-96206 | Q2 | 22 Sep | 510 | 640 |
TierStrategicKeyActive
| Account Number | Account Name | Industry | Tier | Type |
|---|---|---|---|---|
| ACC-70636 | Account 788 | Software | Strategic | Prospect |
| ACC-33912 | Account 463 | Manufacturing | Key | Customer |
| ACC-64097 | Account 802 | Distribution | Strategic | Partner |
| ACC-27605 | Account 688 | Services | Key | Former |
| ACC-42602 | Account 181 | Healthcare | Strategic | Prospect |
| ACC-38511 | Account 705 | Finance | Key | Customer |
YouActive
| First Name | Last Name | Account | Job Title | Department |
|---|---|---|---|---|
| First 636 | Last 891 | ACC-41042 | Active cnt-643 | Executive |
| First 174 | Last 323 | ACC-63075 | Active cnt-165 | Finance |
| First 546 | Last 541 | ACC-36547 | Active cnt-741 | Operations |
| First 232 | Last 868 | ACC-71958 | Active cnt-403 | IT |
| First 859 | Last 501 | ACC-78091 | Active cnt-878 | Procurement |
| First 383 | Last 626 | ACC-40029 | Active cnt-617 | Sales |
A complete view of every deal
Pipeline by Stagelist
Open amount and deal count at each stage, weighted and unweighted, by owner and territory in the reporting currency, with the movement since last week and the deals whose close date slipped between the two weekly snapshots.
opens Team Pipeline →| Owner | Opportunity Name | Account | Stage | Amount |
|---|---|---|---|---|
| LV | Opportunity 715 | ACC-66564 | PS-5338 | 340 |
| KY | Opportunity 462 | ACC-18461 | PS-2598 | 460 |
| BN | Opportunity 584 | ACC-49712 | PS-6274 | 690 |
| FP | Opportunity 114 | ACC-46364 | PS-1897 | 910 |
- Open
- PendingClose
- Won
- Lost
- Abandoned
- OpportunityName
- Opportunity 715
- Account
- ACC-66564
- Owner
- LV
- Stage
- PS-5338
- Probability
- 80
- ForecastCategory
- Pipeline
- AnnualValue
- 320
ownerSales Manager
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections and approval states follow the authored specification.
What’s inside.
Give your team a clear view of customer relationships and the next step in every deal, from first contact through renewal.
Accounts
The company record everything else hangs off: hierarchy, sites, ownership by territory, the account team and the yearly plan for the accounts that matter most.
Contacts
The people at each account: who they are, who they report to, the part they play in a purchase, and whether you may contact them.
Pipeline
Leads in, opportunities through the stages, a next step with a date on every deal, and a history that shows how each one really moved.
Quotes
Priced proposals built from a price book, versioned as the deal moves, and approved by the right person whenever a rep goes past their authority.
Activities
Every call, meeting, email, demo, task and note, logged against the account and the deal, synced from mail and calendar, and rolled up into the fields managers sort on.
Renewals
The contract a won deal becomes, the notice deadline and lead time on it, the renewal opportunity the system opens in time, and the expansion sold on top.
Forecast
Forecast categories on every deal, a quota per rep per period, a weekly submission with commit and best case, and a manager review that is kept alongside it.
Keep deals moving
Decision checkpoints where approval stays with your team.
Qualify
Focus on opportunities worth pursuing. Your account executive reviews each qualified lead before it enters the pipeline.
Lead to dealLead NumberCompany NameContact NameNeed
Negotiate
Protect your margins as negotiations progress. Your sales manager approves the final terms after the required quote reviews.
Lead to dealOpportunity NumberOpportunity NameAccountStage
Bookings check
Close with confidence. Deal Desk checks the accepted quote and supporting documents before approving the booking.
Lead to dealOpportunity NumberOpportunity NameAccountOwner
Stay in control
Human approval and system automation have different jobs.
Qualify
Focus on opportunities worth pursuing. Your account executive reviews each qualified lead before it enters the pipeline.
Negotiate
Protect your margins as negotiations progress. Your sales manager approves the final terms after the required quote reviews.
Bookings check
Close with confidence. Deal Desk checks the accepted quote and supporting documents before approving the booking.
Quote approvals
Reps watch My Open Opportunities, My Activities Today and Expiring Quotes. Managers watch Team Pipeline, Stale Deals, Forecasts Pending Review, Realignments Awaiting Approval and Win and Loss Analysis. Deal desk watches Quotes Awaiting Approval and Closed Won Awaiting Validation. Customer success watches the Renewal Book. Executives read Forecast vs Quota and Territory Coverage.
Automation runs territory assignment on new leads and accounts, routes quote approvals by reason and threshold up the manager line, creates renewal opportunities from contract dates, rolls up LastActivityDate on accounts, contacts and opportunities, alerts owners and creates a task when NextStepDate passes, creates a task when RenewalRisk is set to High, marks sent quotes Expired when ValidUntil passes, applies approved realignments on their effective date, and flags confirmed delivery failures as Bounced. A confirmed departure can set Contacts to LeftCompany after the responsible user reviews the evidence; an out-of-office reply alone never does.
From first conversation to signed deal
Win more deals. Build lasting customer relationships.
Illustrative previews from the system specification.
-
01
Lead
Bring new prospects to the right rep, with the context to start a useful conversation.
Lead to deal -
02
Qualify
Focus on the right opportunities with Account Executive review of each qualified lead.
Focus on opportunities worth pursuing. Your account executive reviews each qualified lead before it enters the pipeline.
Lead to dealLead NumberCompany NameContact NameNeed -
03
Proposal
Build a proposal around the buying team's needs, with pricing and discount approvals.
Quote approval -
04
Negotiate
Agree on terms your team can stand behind, with Sales Manager approval before closing.
Protect your margins as negotiations progress. Your sales manager approves the final terms after the required quote reviews.
Lead to dealOpportunity NumberOpportunity NameAccountStage -
05
Bookings check
Confirm the accepted quote and signed paperwork with Deal Desk before counting the win.
Close with confidence. Deal Desk checks the accepted quote and supporting documents before approving the booking.
Lead to dealOpportunity NumberOpportunity NameAccountOwner -
06
Handover
Give customer success the agreed terms and promises so the relationship carries forward.
Lead to deal
Bring your revenue team together
Sales Development Rep
Works inbound and outbound leads to qualification and hands them to an account executive.
Quote NumberOpportunityAccountTotal
Account Executive
Owns the accounts, contacts, opportunities and quotes in their territory and submits the weekly forecast.
Sales Manager
Runs a team of reps: approves negotiation and discounts within manager authority, approves the team's realignment moves, reviews forecasts and sets quotas.
Deal Desk
Guards price, terms and bookings: approves quotes below floor price or outside standard terms, validates closed-won deals against the accepted quote, and maintains the price books and thresholds.
Customer Success Manager
Owns customers after the win: contracts, renewal risk, renewal and expansion deals.
Sales Operations
Owns territories, stages, quotas, sources, campaigns, rates and data hygiene, without a book of business.
OwnerOpportunity NameAccountStage
Executive
Reads the forecast, the pipeline and the renewal book without editing any of it.
Forecast with confidence
Start with the question. Follow it to the records behind the answer.
List report
Pipeline by Stage
Open amount and deal count at each stage, weighted and unweighted, by owner and territory in the reporting currency, with the movement since last week and the deals whose close date slipped between the two weekly snapshots.
View Team PipelineSource view · Illustrative records
OwnerOpportunity NameAccountStage
List report
Pipeline Created
New opportunities and amount added per week by owner, source, campaign, partner and type.
View Team PipelineSource view · Illustrative records
OwnerOpportunity NameAccountStage
Drill-down
Forecast vs Quota
Closed, commit and best case against quota per rep, with open pipeline as coverage of the quota remaining, rolled up through manager to region at the period rate, with the manager adjustment shown separately.
Sales Development Rep
View My ForecastSource view · Illustrative records
Forecast NumberPeriodWeek EndingClosed
Q2
List report
Win and Loss Analysis
Deals won and lost in a period by loss reason, competitor, source, campaign, deal size band and industry, including lost renewals by churn reason.
Sales Development Rep
View Leads to WorkSource view · Illustrative records
Lead NumberCompany NameContact NameJob Title
List report
Sales Velocity
Days spent in each stage and total cycle length by deal size band and type, from stage history.
View Leads to WorkSource view · Illustrative records
Lead NumberCompany NameContact NameJob Title
List report
Activity Summary
Calls, meetings, emails and demos per rep per week, and the accounts and open deals with no touch in the last thirty days.
View My Active ContactsSource view · Illustrative records
First NameLast NameAccountJob Title
List report
Renewal Book
Contracts by notice deadline month with owner, annual value, renewal risk and the status of the renewal opportunity, and the value not renewed with its churn reason.
Sales Development Rep
View Renewals Due in 120 DaysSource view · Illustrative records
Contract NumberAccountAnnual ValueEnd Date
List report
Discount Analysis
Blended discount by rep, product family and deal size, with the approvals requested, how each was decided and the quotes that expired unanswered.
View Quotes Awaiting ApprovalSource view · Illustrative records
Quote NumberOpportunityAccountTotal
Drill-down
Territory Coverage
Accounts, contacts, open pipeline and closed revenue by territory and sub-territory, with unowned accounts flagged, and the before and after of a modelled realignment.
Sales Development Rep
View Strategic and Key AccountsSource view · Illustrative records
Account NumberAccount NameIndustryTier
Manufacturing
List report
Lead Conversion Funnel
Leads by source, channel and campaign through working, qualified, accepted and converted, with time to first touch and time to convert.
View Qualified Leads Awaiting AcceptanceSource view · Illustrative records
Lead NumberCompany NameContact NameNeed
AI for your sales team
Let your AI agent help with everyday work. Set its permissions during setup and keep approvals with your team.
- Mail and calendar
- Mailbox syncContacts · in and out
- Calendar syncin and out
- Marketing
- Marketing automationCampaigns, Leads · back
- Web forms and eventsTerritoryRules, Leads · in and out
- Data enrichmentTerritoryRules · in and out
- Pricing, contracts and money
- CPQProducts, QuoteLines · in and out
- E-signatureContracts · in and out
- Billing and ERPContracts · in and out
- Orders and sales historyAccounts · in and out
- Exchange ratesExchangeRates · in
- CommissionsOpportunities · back
- Customers after the sale
- Supportin and out
- Product usageContracts · in and out
- Communications
- Telephonyin and out
- Chatback
- Agents
- Your agentWorks within the permissions you assign
Your agent works within the permissions you assign.
List the work that needs attention. Keep the approval with the assigned reviewer.
Download agent Agent setup guide$ curl -fsSL https://www.erp.ai/skill.md
› open B2B CRM and list records waiting on qualify
Lead to deal · records listed with owner and age
› approve the first one at qualify, as its approver
Approval requiredWaiting for the assigned reviewer
Your questions, answered.
How the system works, what you can configure and how to get started.
How do I get started?
Select Start now to create your account. Explore the system specification, or use Proto to configure it for your business.
Can we use our own sales stages?
Yes. Stages are configuration with a probability, a forecast category and exit criteria each, and the set carries a closed-won and a closed-lost stage. Change them as your process changes; deals keep their history through the change because each deal points at a stage record, so a rename or a reorder never rewrites a deal.
How does it handle several people on one deal?
Every contact involved is listed on the deal with a buying role (economic buyer, champion, technical evaluator, procurement, legal and so on) and a stance. Exit criteria can require particular roles before a deal moves on.
Who approves a discount?
The rules compare each quote against the rep's discount authority, the product's maximum discount and floor price, the standard terms and the deal size thresholds. A discount beyond the rep's authority goes up the reporting line to the first person whose authority covers it; floors and terms go to the deal desk. The decision is on the record, and nobody approves their own quote.
What stops a deal being marked won too early?
The rep marks it pending close with the accepted quote, and the deal desk checks the quote, the amounts and the signed paperwork before it counts. The forecast, the bookings and the commission feed all read the same validated wins.
Does it do renewals?
Yes. A won deal becomes a contract with an end date, a notice deadline and a renewal lead time. The renewal opportunity opens on that countdown, is worked through the same pipeline and approvals, and the renewal book shows at-risk value by quarter and what was not renewed by reason.
How does forecasting work?
Every open deal has a forecast category. Reps submit weekly; managers review deal by deal, adjust on the record with a comment, and lock the period. Every weekly submission is kept with a line per deal, so the forecast can be rebuilt for any week and checked against what closed. Each quota says whether it is set on annual or total value, and the forecast follows it; deals in other currencies convert at a rate fixed for the period.
Does it read our email and calendar?
Mail and calendar are integration work to configure and verify. The scope includes matching known contacts, preventing duplicate activities and excluding private threads. Delivery failures can flag an address for review; an out-of-office reply alone must not mark someone as having left the company.
Can we keep our marketing and billing systems?
Yes. Campaigns, leads and consent come from marketing automation with their source; won deals go to billing as contracts with dates and lines, and outcomes go back to the campaign. See the integrations page.
What about territories when the team changes?
Sales operations drafts a realignment with new rules and an effective date, models it against the live accounts, and the managers approve the moves for their teams with exceptions. On the date it is applied in bulk, every moved account keeps its previous owner, and open deals do not change hands without a handover the manager confirms.
Can our agent use it?
Yes. Same records, same permissions, its own identity. Human gates stay human: an agent can draft a quote or prepare a forecast, and a person approves or reviews it. See the agent page.
What does it cost?
Nothing per user. Credits pay for machine work and never expire. See pricing.
Implementation
How a sales team moves onto B2B CRM: mapping the sales process and the rules, configuring, migrating from the old CRM, rehearsing a real week, and going live by team.
Read the implementation plan- 01
Map the sales process
The stage set with probabilities, forecast categories and exit criteria; the territory structure and its rules; discount authority per role and floor prices per product. Approval thresholds by reason and level, and the forecast basis, annual or total value, per quota type. Then the forecast day, the fiscal calendar, the period rates and the renewal lead time per contract length. This is a workshop with the sales leader, the managers, the deal desk and operations, and it becomes configuration.
Sales Manager - 02
Configure and load master data
Roles and users with managers and territories, stages, sources, campaigns, competitors, products, price books, exchange rates and thresholds. Then accounts, sites, contacts and account teams from the old CRM, loaded in the migration order on the data model page and de-duplicated on the way in. Counts and the managers who know their books check the result.
Sales Manager - 03
Migrate the pipeline
Load open leads, opportunities with their contacts and products, quotes with evidence of their approval state, and current contracts with their source quote and notice deadline. Import stage and activity history where available. Import historical forecast lines only with their source submission headers, period and rate context; field-change logs alone are insufficient to recreate an approved weekly forecast.
Team and ERP.ai - 04
Rehearse a real week
Leads arriving and routing, a qualified lead accepted, a quote submitted that breaches a threshold and is approved. A win marked and validated by the deal desk, a forecast submitted and reviewed, a renewal deal opened from a contract date. Each role runs their own steps on their own data.
Deal Desk - 05
Go live by team
Start with a team whose data and workflow rehearsal passed. Enable mail, calendar and other integrations after their own checks pass. Freeze the migrated team's old records at its cutover while later teams continue in their assigned system; reconcile shared-account ownership and integration routing before the next cutover. Retire the old CRM after all teams and dependent integrations have moved.
Team and ERP.ai - 06
Tune
Stage exit criteria adjusted from the first reviews, thresholds corrected from the first approvals, territory rules fixed from the first unmatched leads, reports tuned to what the managers actually ask.
Sales Manager
Pricing
The base account and ordinary manual work in ERP.AI's official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.
Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.
Pricing and account rules| Machine work | Included per $1 of credit |
|---|---|
| List/filter or get record calls | 20,000 |
| Search or aggregate calls | 4,000 |
| CSV or PDF exports | 100 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| File upload in MB | 2,000 |
| Workflow runs | 2,000 |
| Code-node compute beyond included in CPU-sec | 12,000 |
| Agent executions | 2,000 |
| Scheduled jobs or webhook activations | 20,000 |
Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.
prepaid creditsSmallest pack $5, purchased credits never expire.
Explore the complete system.
Follow the operating model from the process to the people, records and decisions behind it.
Industries
SaaS and subscription software
Recurring revenue sold to business buyers: land and expand, seat-based quotes, renewals as the biggest deals of the year, and a forecast split between new and renewal.Industrial equipment and capital goods
Long cycles, large tickets, many sites and a buying committee with engineering, procurement and the plant on it: quotes revised for a year, and service contracts that follow the sale.Professional and business services
Relationship selling by people who also deliver: referrals and partners as sources, proposals with scoped terms, retainers that renew, and a pipeline kept by partners who are not full-time sellers.Wholesale and distribution
Many accounts, repeat business and a field sales team on territories: account share, price lists per customer tier, visit planning and the accounts that have gone quiet.
Reference
Roles and permissions
Who does what: the roles in a B2B sales organisation, the records each may change, the approvals each may give, and how an agent inherits the same limits.Reports and dashboards
The numbers a sales organisation runs on, each with what it answers and who reads it, all drawn from the same deals, quotes, activities and forecasts the team works in.Data model
The tables, their keys and how they relate, written for the consultant or IT team migrating from another CRM or connecting this one to marketing, billing or support.Integrations
What a B2B sales team connects to its CRM, and how each connection works here: mail and calendar, marketing automation, CPQ and billing, e-signature, support and product usage, data enrichment.Implementation
How a sales team moves onto B2B CRM: mapping the sales process and the rules, configuring, migrating from the old CRM, rehearsing a real week, and going live by team.Agent and API
How an agent runs B2B CRM: identity, permissions, the calls it makes, and what it may not do without a person.
Start
Pricing
No per-user fees. Pay for automation as you use it, with implementation priced separately.Questions
The questions a sales leader asks before choosing a CRM, answered straight.Get started
Plan B2B CRM for your sales team: agree the process, configure the application and rehearse before launch.
